Accountant at InterPayments

Job description

InterPayments is a San Francisco, CA-based, FinTech SaaS company sitting at the exciting intersection of payments and data intelligence. Our Mission is to empower merchants and the software vendors they use to lower payment processing costs. We create innovative data services that Fortune 1000 companies rely upon to lower fees by putting payments in competition on every swipe. We empower dedicated team-first individuals who are driven to solve problems to foster innovation, perform at their highest potential, and make a meaningful impact - while creating meaningful relationships along the way. POSITION SUMMARY InterPayments Inc. is seeking a detail-oriented and organized Accountant to join our Finance & Accounting team. In this role, you will manage day-to-day financial transactions including accounts receivable, accounts payable, and general bookkeeping functions. You will play a key role in maintaining the accuracy and integrity of InterPayments' financial records while collaborating cross functionally with internal teams and external partners. We are explicitly hiring for an AI-forward accountant. At InterPayments, AI is not an optional productivity tool bolted onto the month-end close; it is how the Finance & Accounting function is expected to operate. The person in this seat will use AI daily to reconcile, validate, summarize, draft, and report. You will be measured in part on how much manual effort they remove from the function over time. KEY RESPONSIBILITIES Accounts Receivable (AR) - Invoicing & Collections Review monthly invoices generated on the 1st of the month in QuickBooks Online (QBO), using AI-assisted checks to flag anomalies, missing line items, and variances against the prior period before invoices go out Validate contract terms for newly onboarded merchants across multiple systems and source contracts; use AI to extract and cross-check billing terms (rates, minimums, ramps, renewal dates) against what is configured in QBO, the CRM, and in-house software Follow up with merchants on outstanding invoices and manage collections Ensure merchants are properly set up in CRM and in-house software Partner with in house engineer and/or external parties to automate invoicing as the business scales Take lead on customer renewals and executing to completion Provide weekly updates on collections Ad hoc reporting on revenue and collections Accounts Payable (AP) - Ramp & Vendor Management Review all incoming vendor invoices and accurately categorize them to the appropriate expense accounts; use AI to pre-classify and to flag categorization that breaks from historical treatment Ensure invoices are reviewed and approved in a timely manner with respective vendor owners Flag and escalate any material invoice amounts for review General Bookkeeping Maintain and update the month-end checklist and schedule, including accruals, prepaids, and fixed assets Conduct bank reconciliations monthly Manage fixed assets, including depreciation and amortization schedules Manage the company’s virtual mailbox (Earth Class Mail), including AI-assisted triage and routing of incoming items Draft first-pass variance commentary and close narratives with AI, then apply professional judgment before anything reaches the Controller Monthly Sales tax preparation AI & Automation (Core to This Role) Use AI as a daily working tool across reconciliations, contract review, categorization, variance explanations, collections correspondence, and reporting. Not as an occasional experiment Build and maintain reusable AI workflows : prompts, checklists, and repeatable procedures so that improvements persist beyond a single close cycle and can be handed to others Leverage Claude to build interactive dashboards for partnership reporting, KPI tracking, and management reporting, and keep them current as the business changes Identify and eliminate manual work : maintain a running backlog of finance processes that should be automated, ranked by hours saved and error risk reduced Apply professional skepticism to AI output : every AI-assisted deliverable is reviewed, tied to source data, and owned by you. Speed never comes at the expense of accuracy or auditability Document what you build so the function is not dependent on any one person’s memory, and so processes survive audit and team growth Respect data handling standards : know what merchant, partner, and employee data can and cannot be put into which tools, and escalate when it is unclear Share what works with the broader Finance & Accounting team and across departments. This role is expected to help raise the AI capability of the company, not just their own Other Tasks Update the monthly KPI dashboard Provide timely partnership reporting leveraging Claude to build out interactive dashboards SOFTWARE & TOOLS QuickBooks Online (QBO) - required Excel Experience – required Claude (any other AI tool) - required Ramp – a plus Earth Class Mail – a plus Salesforce/HubSpot – a plus QUALIFICATIONS & EXPERIENCE Minimum of 2 years of accounting or bookkeeping experience preferred Hands-on experience with QBO strongly preferred Solid understanding of GAAP accounting principles Experience with month-end close processes, journal entries, and reconciliations Familiarity with partner revenue share or commission tracking is a plus Ability to leverage AI to improve workflows and output COMPETENCIES & SOFT SKILLS Strong verbal and written communication skills Ability to multitask and prioritize effectively in a fast-paced environment Adaptable and solutions-oriented with a continuous improvement mindset Collaborative team player with the ability to work cross-functionally across departments High attention to detail and commitment to data accuracy Remote pay range $65,000 — $80,000 USD InterPayments’ core values are the building blocks of how we achieve our mission: Obsess about our Customers’ and Partners’ Needs; Be Relentless, Resilient, and Responsive; Collaborate with Teammates, Customers, and Partners; Act with Integrity and Empathy; Outperform your Potential; and Communicate Honestly and Respectfully. Remote Work Eligibility: This position is open to candidates who are located in the United States. All remote roles are limited to U.S.- based residents, and the company does not sponsor visas or employ individuals who require work authorization outside of the United States. Only applicants who are legally authorized to work in the U.S. will be considered. InterPayments is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status, and encourage all qualified applicants to apply.

Requirements

Must-haves

Accounts Receivable (AR) - Invoicing & Collections
Review monthly invoices generated on the 1st of the month in QuickBooks Online (QBO), using AI-assisted checks to flag anomalies, missing line items, and variances against the prior period before invoices go out
Follow up with merchants on outstanding invoices and manage collections
Ensure merchants are properly set up in CRM and in-house software
Partner with in house engineer and/or external parties to automate invoicing as the business scales
Take lead on customer renewals and executing to completion
Provide weekly updates on collections
Ad hoc reporting on revenue and collections
Accounts Payable (AP) - Ramp & Vendor Management
Review all incoming vendor invoices and accurately categorize them to the appropriate expense accounts; use AI to pre-classify and to flag categorization that breaks from historical treatment
Ensure invoices are reviewed and approved in a timely manner with respective vendor owners
Flag and escalate any material invoice amounts for review
General Bookkeeping
Maintain and update the month-end checklist and schedule, including accruals, prepaids, and fixed assets
Conduct bank reconciliations monthly
Manage fixed assets, including depreciation and amortization schedules
Manage the company’s virtual mailbox (Earth Class Mail), including AI-assisted triage and routing of incoming items
Draft first-pass variance commentary and close narratives with AI, then apply professional judgment before anything reaches the Controller

Nice-to-haves

Ramp – a plus
Earth Class Mail – a plus
Salesforce/HubSpot – a plus
Minimum of 2 years of accounting or bookkeeping experience preferred
Hands-on experience with QBO strongly preferred
Familiarity with partner revenue share or commission tracking is a plus

Application prep

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Keywords to mirror

aigo

Platform: greenhouse
Effort: quick